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Investment Service Specialist, Tempe, Arizona
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Tempe, AZ Tempe, Arizona |
About this job
- Through instruction, education and support provide investment related solutions, guidance, and recommendations in response to incoming telephone calls and written correspondence from Financial Advisors, Branch Office Administrators, and/or clients in both an independent and team structure while considering different variables such as legal/regulatory guidelines and risk to the firm. Associate provides solutions, guidance and recommendations on the suitability of investments as it pertains to clients.
- Successfully complete necessary training on information necessary to fulfill job responsibilities. Responsible for continually learning on the job through daily department emails, team / department meetings, and Continuing Education sessions.
- Ongoing knowledge with regard to recent market-related developments and understanding of potential impact to department.
- Contribute to the overall success of the team/department by participating in new initiatives, projects, or process changes.
- In alignment with Edward Jones philosophies, determine and recommend appropriate investments which meet the client's objectives.
- Compare order request and product information to account information to ensure suitability and identify potential risks that could result in monetary loss
Bachelor's degree preferred. Series 7 and 66 or 63&65 licenses are required. Additional licenses may be required.
Experience
- 1-2 years previous experience in securities industry is preferred.
- 1-2 years relevant customer service experience preferred.
Skills/Abilities
- Excellent verbal/written communication skills.
- Must be able to respond and adapt to callers and peers with appropriate tone, organized thoughts, and confidence.
- Ability to respond to written correspondence in a clear, succinct manner using correct grammar, spelling and format.
- Organizational and time management skills.
- Critical thinking and attention to detail are required in order to appropriately recommend the best solutions to meet the needs of clients and branch teams as well as to avoid business risk
- Must be able to multi-task and follow-up appropriately to take issues to resolution.
- Must be able to work in a fast-paced, team-oriented environment and quickly learn and apply new information.
- Proficiency in procedures and systems used by the department(s) with whom Service has a dependency is required
- Ability to understand information about various securities as well as functions of the business is critical.
- Strong computer skills are required, including effective use of Microsoft Office applications and Internet Explorer. The position requires knowledge of applicable Edward Jones systems and software. Must be able to learn and apply technical information relevant to the job.
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